(19) Read Reviews Category: Elder Law, ICLEF ONLINE Seminars Category: Elder Law, ICLEF ONLINE Seminars (show less)

*SPECIAL NOTE - This program is NOT an ICLEF seminar.  Therefore, it is excluded the ICLEF Pass+ discount program as well as other ICLEF discount specials.

This program is a SENIOR LAW PROJECT OF INDIANA LEGAL SERVICES, INC. seminar.  
  
   
Searchable Electronic materials are provided with seminar registration.  Electronic materials will be available for download on April 25, 2025.

SCHEDULE
   
8:30 A.M.     Registration

8:50 A.M.     Program Starts

12:00 P.M.    Lunch (On Your Own/Networking)

1:15 P.M.      Program Resumes

4:45 P.M.      Adjournment
    
 

OVERVIEW
    
This comprehensive training is designed for beginners and experienced advocates of Medicaid for the elderly and disabled. We will discuss eligibility, changes to the Medicaid waivers, waiver waiting lists, Pathways managed care waiver, and the application and review process.   We will highlight changes and review the current status of FSSA’s eligibility rules and application processing. Emphasis will be placed on financial eligibility and planning for long-term care. We will explain rules on estate recovery and transfers of assets.  Finally, we will discuss use of the administrative appeal process, judicial review, and other litigation. Practical solutions will be offered for navigating the system.
   
   

• UPDATE on MEDICAID CHANGES
• An OVERVIEW of MEDICAID
• CATEGORIES and SERVICES
• PATHWAYS MANAGED CARE, WAIVER SERVICES and WAIT LISTS, and PACE
• CASE PROCESSING – POST MEDICAID UNWINDING
• MEDICAID RESOURCE RULES
• SPOUSAL IMPOVERISHMENT RESOURCE ISSUES
• INCOME BUDGETING, MILLER TRUSTS, and LIABILITY
• PENALTIES for TRANSFERS of ASSETS
• APPEALS and LITIGATION

AGENDA
  
8:50 A.M.     Welcome and Introduction 

                    Scott King, ICLEF  
   
9:00 A.M.     What’s New? 

                    Dennis Frick 
                     - Update on Medicaid Changes 
                     - An Overview of Medicaid 

   - Categories and Services
            - PathWays Managed Care, Waiver Services and Wait Lists, and PACE

9:45 A.M.     Case Processing - Processing During & After the Unwinding 

                  of Pandemic Procedures 

                   Claire Lewis 
                    - Applications and Reviews  
                       - Medicaid Resource Rules 
  
10:30 A.M.   Break 
  
10:45 A.M.   Medicaid Resource Rules (continued) 

                  Claire Lewis  
                     - Spousal Impoverishment Resource Issues  
  
12:00 P.M.    Lunch (on your own)
  
1:15 P.M.      Spousal Impoverishment Resource Issues (continued)

                  Claire Lewis   
  
2:00 P.M.      Income Budgeting, Miller Trusts, and Liability 

                  Ann Smith  
  
2:45 P.M.      Break  
  

3:00 P.M.      Penalties for Transfers of Assets

                  Dennis Frick 
                     - Liens Against Real Estate  
                     - Estate Recovery 
   
4:00 P.M.      Appeals and Litigation

                  Dennis Frick 
  
4:45 P.M.     Adjournment

FACULTY

DENNIS FRICK is Director of the Senior Law Project of Indiana Legal Services, Inc.  He has represented Medicaid clients in administrative appeals, rule-making hearings, and in state and federal court. He is a member of the Indiana State Bar Association and the National Academy of Elder Law Attorneys. He is a past chair of the Elder Law Section of the Indiana State Bar Association.
   
CLAIRE LEWIS was formerly the Director of the Senior Law Project. She now has a private practice in Indianapolis where she focuses on Medicaid planning. She was Editor and Contributing Author for several editions of the Indiana Bar Foundation's Laws of Aging, formerly the Legal Reference for Older Hoosiers. She is a member of the Indiana State Bar Association and the National Academy of Elder Law Attorneys. She is a past chair of the Elder Law Section of the Indiana State Bar Association and of the Indiana Chapter of the National Academy of Elder Law Attorneys.
   
ANN SMITH is a staff attorney with the Senior Law Project of Indiana Legal Services, representing Medicaid clients. She is a graduate of Indiana University McKinney School of Law and a member of the Indiana State Bar Association.

ADDITIONAL IMPORTANT INFORMATION

• Your receipt will be your confirmation.
• This course has been approved for 6.0 credit hours for Indiana Continuing Legal Education credit, including New Attorney credits.
• The electronic materials will be available for download on April 25, 2025
• Direct other inquiries to: Katie Coleman at  katie.coleman@ilsi.net -- Subject “MA Training” or at telephone (317) 829-3079.
• Technical Support requests to ICLEF at (317) 637-9102 // questions@iclef.org